Dave Exall, CIO and Transformation Director, Simplyhealth | Sean Catlin, RVP Financial Services | Salesforce
The dramatic acceleration of technology needs swept the Financial Services industry over the past 12 months. Years-long digital initiatives had to be executed in a matter of weeks as the pandemic shifted in-person interactions online. Digital became an instant relationship accelerant in an industry with flat growth and many undifferentiated experiences. Customer loyalty, while always a stated industry imperative, it is a fundamental priority.
This session focuses on how financial services providers, such as Simplyhealth, can deliver value beyond products and services through continuous digital experiences, and how this shift helps them meet customers’ needs, deliver against their objectives, and support their financial wellbeing all at the same time.
Join this session to learn how to:
- Power new customers experiences across all engagement channels
- Cross-sell, upsell and serve in the moment of need using AI to empower the customer and colleague in an ethical manner
- Do this at speed, building business impact and measurable value